Matthew Wilkow is a Financial Planner at The Legacy Group in New York, a financial planning group dedicated to helping high net-worth clients preserve their wealth and high-earning individuals accumulate wealth.  Matthew also specializes in working with successful business owners and pre- and post-retirees. 

Matthew is guided by a three-dimensional planning approach rooted in a process that ensures decisions are made through a collaboration of financial, legal, and accounting perspectives.  This allows for coordination gaps in existing plans to be identified and aids future planning efforts. 

 

Matthew’s Story:

 

Matthew Wilkow’s mission has always been focused around educating, assisting, and most important, helping his clients with achieving financial independence. Everything Matthew and his team do today is centered around these core philosophies.

Matthew graduated Summa Cum Laude from the University of Stony Brook with a degree in Economics and Business Management. With a desire to help people and use his business and financial acumen Matt immediately started working as an intern underneath a senior financial planner. Matthew was then recruited to work for a large, nationwide advertising company. There Matthew was “Rookie of the year” in 2010, went on to win three consecutive President’s club trips, and consistently ranked as one of the highest performing professionals in the country. Matthew was then offered a lucrative position in corporate IT and Telecommunication sales.

In this new industry Matthew worked directly with CIO’s (Chief Information Officers) and other IT executives in healthcare, education, nonprofit, and the corporate sector. Matthew won four straight Presidents Club trips and was consistently ranked as one of the top professionals in the company. After several years of success Matthew decided he wanted to go back to his roots and start working in the financial sector once again and took on a role as a Financial Planner at The Legacy Group. Matthew provides holistic planning services to his clients and helps in developing strategies that will lead to financial independence, wealth distribution, and wealth preservation. 

Matthew and his team specialize in fee based financial planning.  Crafting advanced financial plans that highlight client coordination gaps and missed planning opportunities.  We do this through a three-dimensional planning approach, factoring in legal, tax, and financial aspects to our plans. This intentional strategy allows us to show our commitment to our clients that every recommendation we make is designed to unequivocally be in their families best interest.

Matt is married to his wonderful wife Jessica and they have a 7-year-old daughter named Ava, along with a beagle named Sandy at their home in Sayville, NY. Matt is an active member of his community and enjoys skiing in the winter, golf in the summer, and spending time with his family.

 

 

 

I am licensed to sell Insurance Products in the following jurisdictions:

California Insurance License #4083568, Connecticut, Delaware, Florida, Hawaii, Massachusetts, New York, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Vermont, and Texas

I am licensed to sell Securities Products in the following jurisdictions:
California, Connecticut, Florida, Hawaii, Massachusetts, New York, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Vermont, and Texas

State of Domicile: NY

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. The Legacy Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 88 Froehlich Farm Blvd., Suite 320, Woodbury, NY, 11797 (516) 364-4203. Matthew Wilkow, California Insurance License # 4083568.